Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sound View Wealth Advisors Group, LLC

$965 Million
Q2 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 645,251 shares of IBDT stock, worth $16.5 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

645,251

Previous 607,050 6.29%

Holding current value

$16.5 Million

Previous $15.1 Million 5.69%

% of portfolio

1.66%

Previous 1.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$24.4 - $24.86 $932,104 - $949,676	38,201 Added 6.29%	645,251 $16 Million
Q1 2024 May 09, 2024	SELL	$24.69 - $25.14 $145,991 - $148,652	-5,913 Reduced 0.96%	607,050 $15.1 Million
Q4 2023 Feb 08, 2024	SELL	$23.63 - $25.1 $30,010 - $31,877	-1,270 Reduced 0.21%	612,963 $15.4 Million
Q3 2023 Nov 07, 2023	BUY	$23.94 - $24.67 $5.39 Million - $5.56 Million	225,264 Added 57.91%	614,233 $14.8 Million
Q2 2023 Aug 08, 2023	BUY	$24.43 - $25.1 $8.05 Million - $8.27 Million	329,641 Added 555.62%	388,969 $9.53 Million
Q1 2023 May 12, 2023	BUY	$24.16 - $25.2 $1.43 Million - $1.5 Million	59,328 New	59,328 $1.48 Million

Others Institutions Holding IBDT

# of Institutions

290

Shares Held

59.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History